Navigating Liquidity Events

At the Schoenkin and Lesser Group, we excel in providing comprehensive support for pre and post liquidity planning, offering valuable guidance on mapping our clients' desired paths and assembling the right team to help them achieve their goals. Here's what you need to know:

Our expertise lies in understanding the intricate financial complexities that arise from significant liquidity events. Whether a business is valued at $20 million, $50 million, or well over $100 million, the Schoenkin and Lesser Group is dedicated to serving the unique needs of business owners and their families throughout the financial processes associated with pre and post liquidity events. With over 35 years of experience at the advisory table, we recognize the immense value that collaborative efforts between a client's trusted advisors can yield. This has led top tax and legal advisors to frequently enlist our specialized skills to participate in collaborative processes that address the myriad challenges commonly encountered before, during, and after large-scale liquidity events.

Liquidity events encompass a range of circumstances, including divorce, significant stock option exercises, inheritance, and other wealth transitions. These events typically require sophisticated planning, comprehensive asset management services, and coordination among all involved advisors, from accountants and attorneys to insurance agents and bankers.

Our pre and post liquidity planning approach involves conducting a thorough analysis of existing and future cash flow needs, assessing estate consequences, devising strategies to help minimize the effective tax rate of transactions, and developing generational planning and education initiatives, along with considerations for charitable aspirations.

We have observed that many business owners often find themselves emotionally and financially unprepared for the consequences of a significant liquidity event. Such an event can introduce new tax and legal hurdles, as well as a multitude of new obligations. However, through experienced guidance and meticulous planning, we believe that many of these challenges can be mitigated and transformed into opportunities.

In summary, the Schoenkin and Lesser Group is dedicated to assisting clients in navigating liquidity events with precision and expertise. Our comprehensive approach ensures that the financial, emotional, and strategic aspects of these events are addressed holistically, allowing our clients to confidently embrace their new financial realities.